Financial Well Being is Rooted in Strong Partnerships
Penmore is a boutique financial advisory firm dedicated to the peace of mind of our clients, their families, and employees. At the intersection of our client’s needs and our deep expertise, are the bespoke solutions that our clients expect and deserve. We work hand in hand with clients to educate and guide them on making sound financial decisions for their families and organizations.
‘We advocate on the client’s behalf and are there for every stage of their life.’
A Personalized Approach for Every Client
“Penmore supplies Benefits programs for our company, provides great advice on insurance, and even helped us bring a compensation program for high performing individuals. Their high quality, professional service and timely advice means we don’t have to waste time; they help tremendously with HR at Fer-Pal.”
“Toshiba relies on Penmore to be an extension of the HR department. As specialists in benefits and pensions, we count on them to monitor our metrics and performance. Lio and his team are always accessible and responsive, and have been instrumental in the success of the program for our employees.”
“Because Penmore know the people in our business, and how we think, they really understand our business requirements. Rather than needing to be managed, they act like a partner in our success.”
“We have worked with Penmore for 6 years. They are very responsive, and fully involved in implementation and issue management. We have a very lean team, and we rely on them to bring expert knowledge and context to our Benefits, Retirement, International, and Executive programs.”
“Penmore goes above and beyond looking after our employees, helping to solve problems with benefits providers. They provide that extra effort, you know they are there, and that gives me comfort knowing the employees are in good hands.”
"Michael and Tyler from Penmore were extraordinary in their communication, personableness and responsiveness. I felt looked after and guided through the onboarding journey, as I did throughout our relationship. Penmore's dedication to bringing a personal touch to every interaction has been outstanding, and I would recommend them to any company wanting to be led by expertise and connectedness through the group benefits journey.”
“Penmore always answers quickly and are very responsive to the needs of our employees. They have gone above and beyond to ensure everything is taken care of in difficult times.”
“Bill Zolis was instrumental in reducing the cost of our program, and developing the cost containment we needed to support our employees. His hands-on negotiating with the carriers got us the program we needed, and his day to day management makes sure we are getting the service we deserve.”
“Joe and his team are key members of our team of professional advisors. They provide ongoing support in managing our estate planning process, including discussions around “the next generation”, in a seamless fashion. Penmore helped us organize and implement life insurance strategies that will fund estate taxes in an efficient manner.”
Are you ready to make financial decisions with confidence?
Speak to our advisors and learn how informed decisions are your path to financial peace of mind.
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